General information
phone 04 494 2200
View full details
Advisers
phone 0800 400 499
View full details
Institutional investors
phone 0800 400 499
View full details
Connect with us to stay up to date with news and updates.
LinkedIn
We use cookies to improve your experience and to remember which asset classes and funds you show interest in. By continuing past the home page, we will assume you are happy to receive all cookies, otherwise you can review more information on cookies here. Close

AMP Capital Global Shares Fund

How the Fund works

The Global Shares Fund gives you access to international shares and specialist investment managers from around the world using a multi-manager approach.

How does the Fund meet your needs?

A simple way of accessing international share investments

A simple way of accessing international share investments

The fund invests in equities across the world’s share markets using a multi-manager approach. This provides you with a simple and easy way of accessing a wide range of share investments in overseas markets.

Reduced risk through diversification

Reduced risk through diversification

The fund is spread across a range of global equity markets, including developed and emerging markets, large and small cap equities and Asian equities. It is further diversified by region, manager and style, with the aim of delivering you with more stable returns.

Access to a range of investment managers and management styles

Access to a range of investment managers and management styles

The fund has exposure to a range of investment managers, selected by AMP Capital Australia’s specialist multi-manager team. It also uses a combination of active and passive management, to enhance diversification and help reduce volatility.

Currency risk is managed through hedging

Currency risk is managed through hedging

Movements in the foreign exchange rate have an impact on offshore investments. To help manage this risk the fund is partially hedged to the New Zealand dollar.

Fund facts as at 30 June 2017

Code AIF I
Type of fund Managed fund. This fund is a Portfolio Investment Entity (PIE).
Performance objective To provide a gross return above the return of the MSCI All Country World Index with net dividends reinvested (50% hedged to the New Zealand dollar on a net after tax basis) on a rolling three year basis.
Investment approach Uses a multi-manager approach to investing in shares on international stock exchanges, partially hedged to the New Zealand dollar.
Net fund size $137.6 million
Establishment date  07 November 1994
Minimum suggested timeframe Long term (minimum five years)
Benchmark MSCI All Country World Index with net dividends reinvested (50% hedged to the New Zealand dollar on a net after tax basis, based on the current maximum PIR) on a three year rolling basis.
Platform access

Direct with AMP Capital, FNZ.

Risk indicators

Risk profile

How to invest

Read the Product Disclosure Statement.
Follow the set of instructions based on your client type.

Individual investors

Contact your financial adviser about investing in AMP Capital funds. Advisers can access our products through a number of platforms and wrap services.

Or, you can invest with us direct online:

Invest Online

Advisers

To find out more, read the application process document, contact a business development manager or call us on 0800 400 499

 

Institutional investors

To invest, call us on 0800 400 499 or contact a relationship manager.

Product Disclosure Statements (PDSs) dated 4 August 2017 for the offer of the AMP Capital Investment Funds have been lodged with the Registrar of Financial Service Providers. The Global Shares Funds PDS can be obtained from our website and from the Disclose website www.business.govt.nz/disclose. Nothing on this page is financial advice for the purposes of the Financial Advisers Act 2008 and any associated regulations. You can seek advice from a financial advisor to help you make an investment decision. The Manager and the Issuer of the Fund is AMP Investment Management (NZ) Limited, Ground Floor, 113 - 119 The Terrace, Wellington.